See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,368 | $81,460+46.5% | $103,333+15.5% | $80,856+47.6% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.6%+22.4pp |
| Annual return | 14.58% | 25.55%-11.0pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,584 | $3,105+15.4% | $3,868-7.4% | $2,755+30.1% |
| Participant deferral / active EE | $5,472 | $3,869+41.4% | $5,057+8.2% | $4,296+27.4% |
| Admin fee / account holder | $1,709 | $6,566-74.0% | $8,355-79.5% | $6,918-75.3% |